Steven is joined this week by Kyle Willis, VP of Growth at BELAY, as they discuss the power of delegating in their own lives and the value an EA can bring to a team. Steven, of course, draws plenty of parallels to tax planning and how delegation can help in that process, but Kyle joins in to give us yet another reminder of some of the things that are, in fact, more important than taxes. Listen in as they share best practices and pitfalls to avoid when it comes to delegation and leveling up in 2026

https://zurl.co/fJ1CD

Rejoining Steven on the show this week is Eric Brotman to discuss his own personal tax planning, along with best practices when it comes to talking taxes with clients. Eric is planning ahead for an eventual business exit and is already working through the math on how where he lives impacts the tax bill he'll pay. Steven and Eric share real client experiences and how they navigate keeping goals aligned with tax planning to make sure clients make great life decisions that are also tax efficient, where possible.

This week, Steven is joined by Derrick Kinney to talk about the opportunity AI creates for advisors, and it might not be what you think. Derrick's emphasis is on communication, and Steven, as always, is the tax nerd in the room, but they both share their experiences with the importance of creating connections with clients to truly deliver value. Listen in as they share insight into what really delivers value in a client relationship and how AI might accelerate issues that have really been there all along.

https://zurl.co/av5Cy